Keith Witkowski Cpa Cfp
Our firm is dedicated to helping you plan for and achieve your unique vision for the future. We... | Greater Cleveland, Greater Cleveland, United States
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Keith Witkowski Cpa Cfp’s Emails ke****@re****.com
Keith Witkowski Cpa Cfp’s Phone Numbers No phone number available.
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Keith Witkowski Cpa Cfp’s Location Greater Cleveland, Greater Cleveland, United States
Keith Witkowski Cpa Cfp’s Expertise Our firm is dedicated to helping you plan for and achieve your unique vision for the future. We assist with your retirement planning needs by providing personalized financial advice and comprehensive investment solutions – all focused on helping you achieve your long-term goals. Personalized Advice: We help simplify financial planning by working with you to clarify and define your personal goals for the future. Using our Retirement Journey process, we implement personalized investment strategies to help you achieve retirement success. Financial Education: With greater financial understanding, you’ll gain the confidence it takes to make informed retirement planning decisions. At Peak Wealth Solutions, it’s our passion to help guide and educate our clients - beginning with our financial educational seminars and continuing with in-person meetings and regular portfolio reviews. Client First Approach: As an objective and independent fiduciary advisor, we put your best interest first. As SEC Registered Investment Advisors we have an obligation to adhere to a strict fiduciary code. Our independence allows us to evaluate and consider all available solutions in the marketplace and only recommend those that are most suitable to help you achieve your stated goals. Every member of our team is dedicated to helping you achieve your dreams.
Keith Witkowski Cpa Cfp’s Current Industry Peak Wealth Solutions
Keith
Witkowski Cpa Cfp’s Prior Industry
Pwc
|
Cohnreznick
|
Carefusion
|
Hw Financial Advisors
|
Peak Wealth Solutions
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Work Experience
Peak Wealth Solutions
Financial Advisor
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Hw Financial Advisors
Financial Planning Associate
Wed Apr 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Carefusion
Contract Analyst
Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Carefusion
Sr. Accountant, Revenue Recognition
Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Carefusion
Sr. Accountant, External Reporting & Technical Accounting
Wed Apr 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Cohnreznick
Auditor
Thu Nov 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Pwc
Auditor
Fri Sep 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Oct 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Keith Witkowski Cpa Cfp Email Addresses
FAQ About Keith Witkowski Cpa Cfp
-
Keith Witkowski Cpa Cfp is located at
Greater Cleveland, Greater Cleveland, United States -
Keith Witkowski Cpa Cfp is a
Our firm is dedicated to helping you plan for and achieve your unique vision for the future. We assist with your retirement planning needs by providing personalized financial advice and comprehensive investment solutions – all focused on helping you achieve your long-term goals. Personalized Advice: We help simplify financial planning by working with you to clarify and define your personal goals for the future. Using our Retirement Journey process, we implement personalized investment strategies to help you achieve retirement success. Financial Education: With greater financial understanding, you’ll gain the confidence it takes to make informed retirement planning decisions. At Peak Wealth Solutions, it’s our passion to help guide and educate our clients - beginning with our financial educational seminars and continuing with in-person meetings and regular portfolio reviews. Client First Approach: As an objective and independent fiduciary advisor, we put your best interest first. As SEC Registered Investment Advisors we have an obligation to adhere to a strict fiduciary code. Our independence allows us to evaluate and consider all available solutions in the marketplace and only recommend those that are most suitable to help you achieve your stated goals. Every member of our team is dedicated to helping you achieve your dreams. Peak Wealth Solutions -
Keith Witkowski Cpa Cfp currently works in the
Peak Wealth Solutions -
Keith Witkowski Cpa Cfp specializes in
Our firm is dedicated to helping you plan for and achieve your unique vision for the future. We assist with your retirement planning needs by providing personalized financial advice and comprehensive investment solutions – all focused on helping you achieve your long-term goals. Personalized Advice: We help simplify financial planning by working with you to clarify and define your personal goals for the future. Using our Retirement Journey process, we implement personalized investment strategies to help you achieve retirement success. Financial Education: With greater financial understanding, you’ll gain the confidence it takes to make informed retirement planning decisions. At Peak Wealth Solutions, it’s our passion to help guide and educate our clients - beginning with our financial educational seminars and continuing with in-person meetings and regular portfolio reviews. Client First Approach: As an objective and independent fiduciary advisor, we put your best interest first. As SEC Registered Investment Advisors we have an obligation to adhere to a strict fiduciary code. Our independence allows us to evaluate and consider all available solutions in the marketplace and only recommend those that are most suitable to help you achieve your stated goals. Every member of our team is dedicated to helping you achieve your dreams. -
Keith Witkowski Cpa Cfp speaks the following languages:
No languages available. -
Keith Witkowski Cpa Cfp has prior experience in the following industries:
Hw Financial Advisors , Carefusion , Carefusion , Carefusion , Cohnreznick , Pwc -
Keith Witkowski Cpa Cfp has the following professional experience:
Peak Wealth Solutions , Hw Financial Advisors , Carefusion , Carefusion , Carefusion , Cohnreznick , Pwc . -
You can view Keith Witkowski Cpa Cfp’s
LinkedIn profile at LinkedIn URL. -
Keith Witkowski Cpa Cfp’s work email addresses are
[email protected] . -
Keith Witkowski Cpa Cfp works at
Peak Wealth Solutions
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